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Aflac Incorporated $AFL Shares Sold by Gilliland Jeter Wealth Management LLC
Gilliland Jeter Wealth Management LLC reduced its position in Aflac Incorporated (NYSE:AFL – Free Report) by 0.3% during the 2nd quarter, according to its most recent filing with the SEC. The firm owned 34,232 shares of the... More of this article »
Gilliland Jeter Wealth Management LLC Has $1.08 Million Stock Position in UnitedHealth Group Incorporated $UNH
Gilliland Jeter Wealth Management LLC cut its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 11.9% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Castellan Group Acquires 3,083 Shares of Sempra Energy $SRE
Castellan Group boosted its holdings in Sempra Energy (NYSE:SRE – Free Report) by 8.3% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor ... More of this article »
Gilliland Jeter Wealth Management LLC Trims Stock Position in iShares Russell 2000 ETF $IWM
Gilliland Jeter Wealth Management LLC lessened its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 3.4% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Elite Wealth Management Inc. Trims Stake in Ferrari N.V. $RACE
Elite Wealth Management Inc. reduced its position in shares of Ferrari N.V. (NYSE:RACE – Free Report) by 57.8% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Wealthstar Advisors LLC Has $583,000 Stock Holdings in SPDR Portfolio Short Term Corporate Bond ETF $SPSB
Wealthstar Advisors LLC lessened its holdings in shares of SPDR Portfolio Short Term Corporate Bond ETF (NYSEARCA:SPSB – Free Report) by 9.2% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned... More of this article »
NavPoint Financial Inc. Reduces Position in SPDR Gold MiniShares Trust $GLDM
NavPoint Financial Inc. lowered its position in SPDR Gold MiniShares Trust (NYSEARCA:GLDM – Free Report) by 7.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Galvin Gaustad & Stein LLC Lowers Position in iShares Core U.S. Aggregate Bond ETF $AGG
Galvin Gaustad & Stein LLC reduced its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 7.6% in the second quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
U.S. Bancorp $USB Holdings Lifted by Coerente Capital Management
Coerente Capital Management grew its position in U.S. Bancorp (NYSE:USB – Free Report) by 2.5% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned... More of this article »
Capital Advisors Ltd. LLC Grows Stock Position in Consolidated Edison Inc $ED
Capital Advisors Ltd. LLC lifted its stake in Consolidated Edison Inc (NYSE:ED – Free Report) by 53.2% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Bar Harbor Wealth Management Decreases Holdings in Cintas Corporation $CTAS
Bar Harbor Wealth Management trimmed its stake in shares of Cintas Corporation (NASDAQ:CTAS – Free Report) by 10.1% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Leo Wealth LLC Acquires 2,410 Shares of Mondelez International, Inc. $MDLZ
Leo Wealth LLC boosted its holdings in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 33.1% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Massachusetts Wealth Management Boosts Stock Position in Johnson & Johnson $JNJ
Massachusetts Wealth Management grew its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 0.7% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Cyndeo Wealth Partners LLC Lowers Holdings in Enterprise Products Partners L.P. $EPD
Cyndeo Wealth Partners LLC cut its position in Enterprise Products Partners L.P. (NYSE:EPD – Free Report) by 1.9% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
IFP Advisors Inc Has $14.05 Million Holdings in Capital Group Core Equity ETF $CGUS
IFP Advisors Inc grew its stake in shares of Capital Group Core Equity ETF (NYSEARCA:CGUS – Free Report) by 10.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Vanguard Extended Market ETF $VXF Shares Sold by Trevian Wealth Management LLC
Trevian Wealth Management LLC cut its stake in shares of Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) by 15.4% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 33,900 shares of the company’s... More of this article »
Copperwynd Financial LLC Raises Stock Holdings in Essex Property Trust, Inc. $ESS
Copperwynd Financial LLC raised its position in shares of Essex Property Trust, Inc. (NYSE:ESS – Free Report) by 6.7% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
McElhenny Sheffield Capital Management LLC Invests $388,000 in Coinbase Global, Inc. $COIN
McElhenny Sheffield Capital Management LLC acquired a new position in shares of Coinbase Global, Inc. (NASDAQ:COIN) in the second quarter, HoldingsChannel reports. The fund acquired 1,108 shares of the cryptocurrency exchange’s... More of this article »
Fulton Breakefield Broenniman LLC Has $205,000 Holdings in Colgate-Palmolive Company $CL
Fulton Breakefield Broenniman LLC cut its holdings in Colgate-Palmolive Company (NYSE:CL – Free Report) by 35.2% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,255... More of this article »
MSH Capital Advisors LLC Has $1.93 Million Stake in Vanguard S&P 500 ETF $VOO
MSH Capital Advisors LLC increased its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 0.9% during the second quarter, HoldingsChannel.com reports. The fund owned 3,405 shares of the company’s... More of this article »
Xcel Energy Inc. $XEL Shares Sold by Stiles Financial Services Inc
Stiles Financial Services Inc cut its holdings in shares of Xcel Energy Inc. (NASDAQ:XEL – Free Report) by 9.2% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Stiles Financial Services Inc Buys 281 Shares of United Rentals, Inc. $URI
Stiles Financial Services Inc raised its stake in shares of United Rentals, Inc. (NYSE:URI – Free Report) by 29.7% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
iShares 10-20 Year Treasury Bond ETF $TLH Shares Purchased by Etesian Wealth Advisors Inc.
Etesian Wealth Advisors Inc. increased its stake in shares of iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) by 226.6% in the 2nd quarter, according to the company in its most recent filing with the Securities... More of this article »
Etesian Wealth Advisors Inc. Has $507,000 Holdings in The PNC Financial Services Group, Inc $PNC
Etesian Wealth Advisors Inc. cut its position in shares of The PNC Financial Services Group, Inc (NYSE:PNC – Free Report) by 12.7% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Mengis Capital Management Inc. Sells 674 Shares of SPDR Portfolio S&P 600 Small Cap ETF $SPSM
Mengis Capital Management Inc. lowered its holdings in shares of SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM – Free Report) by 6.8% during the 2nd quarter, according to its most recent Form 13F filing with the Securities... More of this article »
NBT Bank N A NY Has $259,000 Holdings in Masco Corporation $MAS
NBT Bank N A NY lessened its holdings in shares of Masco Corporation (NYSE:MAS – Free Report) by 9.9% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 4,031... More of this article »
Alphabet Inc. $GOOG Shares Sold by Prasad Wealth Partners LLC
Prasad Wealth Partners LLC lowered its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 3.6% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned... More of this article »
iShares Russell Mid-Cap ETF $IWR Shares Bought by Callan Family Office LLC
Callan Family Office LLC grew its holdings in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 0.8% in the second quarter, HoldingsChannel reports. The fund owned 163,125 shares of the company’s stock... More of this article »
Antonelli Financial Advisors LLC Lowers Stock Holdings in Morgan Stanley $MS
Antonelli Financial Advisors LLC decreased its position in shares of Morgan Stanley (NYSE:MS – Free Report) by 13.7% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Beacon Bridge Wealth Partners LLC Has $9.96 Million Position in iShares MBS ETF $MBB
Beacon Bridge Wealth Partners LLC trimmed its holdings in iShares MBS ETF (NASDAQ:MBB – Free Report) by 2.1% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »
Deutsche Bank Aktiengesellschaft Has Lowered Expectations for McCormick & Company, Incorporated (NYSE:MKC) Stock Price
McCormick & Company, Incorporated (NYSE:MKC – Get Free Report) had its price target decreased by equities researchers at Deutsche Bank Aktiengesellschaft from $79.00 to $71.00 in a report released on Wednesday,Benzinga... More of this article »
MA Private Wealth Sells 205 Shares of iShares Global Tech ETF $IXN
MA Private Wealth lessened its stake in iShares Global Tech ETF (NYSEARCA:IXN – Free Report) by 0.8% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Total Wealth Planning & Management Inc. Lowers Stock Holdings in Heico Corporation $HEI
Total Wealth Planning & Management Inc. lessened its holdings in Heico Corporation (NYSE:HEI – Free Report) by 11.2% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 2,518 shares of the... More of this article »
Unum Group $UNM Stock Position Raised by Total Wealth Planning & Management Inc.
Total Wealth Planning & Management Inc. lifted its position in Unum Group (NYSE:UNM – Free Report) by 7.9% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Gilliland Jeter Wealth Management LLC Sells 450 Shares of Crocs, Inc. $CROX
Gilliland Jeter Wealth Management LLC cut its holdings in Crocs, Inc. (NASDAQ:CROX – Free Report) by 13.6% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Nationwide Fund Advisors Acquires 957,222 Shares of iShares Core MSCI Emerging Markets ETF $IEMG
Nationwide Fund Advisors grew its holdings in iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG – Free Report) by 37.6% during the second quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Cyndeo Wealth Partners LLC Raises Stake in ARK 21Shares Bitcoin ETF $ARKB
Cyndeo Wealth Partners LLC boosted its position in ARK 21Shares Bitcoin ETF (BATS:ARKB – Free Report) by 205.7% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Cyndeo Wealth Partners LLC Increases Stake in Sprott Physical Silver Trust $PSLV
Cyndeo Wealth Partners LLC boosted its position in shares of Sprott Physical Silver Trust (NYSEARCA:PSLV – Free Report) by 1.9% during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 1,051,303... More of this article »
Cyndeo Wealth Partners LLC Sells 54,000 Shares of Cohen & Steers Quality Income Realty Fund, Inc. $RQI
Cyndeo Wealth Partners LLC cut its position in Cohen & Steers Quality Income Realty Fund, Inc. (NYSE:RQI – Free Report) by 13.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
iShares TIPS Bond ETF $TIP is Baldwin Wealth Partners LLC MA’s 7th Largest Position
Baldwin Wealth Partners LLC MA cut its stake in shares of iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 0.2% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Ramirez Asset Management Inc. Grows Stake in Paychex, Inc. $PAYX
Ramirez Asset Management Inc. grew its holdings in Paychex, Inc. (NASDAQ:PAYX – Free Report) by 176.5% during the second quarter, according to the company in its most recent filing with the SEC. The fund owned 14,412 shares... More of this article »
Pacer US Cash Cows 100 ETF $COWZ is Financial Security Advisor Inc.’s 10th Largest Position
Financial Security Advisor Inc. grew its holdings in Pacer US Cash Cows 100 ETF (BATS:COWZ – Free Report) by 10.6% in the second quarter, Holdings Channel reports. The institutional investor owned 184,611 shares of the company’s... More of this article »
Ashford Advisors LLC Has $15.86 Million Stock Holdings in iShares MSCI ACWI ETF $ACWI
Ashford Advisors LLC boosted its holdings in shares of iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) by 0.5% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 123,362 shares of... More of this article »
US Bancorp DE Reduces Stock Holdings in iShares 20+ Year Treasury Bond ETF $TLT
US Bancorp DE decreased its position in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 40.7% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Citizens National Bank Trust Department Reduces Stake in Johnson & Johnson $JNJ
Citizens National Bank Trust Department reduced its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 0.6% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Emerson Electric Co. $EMR Shares Purchased by Optas LLC
Optas LLC raised its position in shares of Emerson Electric Co. (NYSE:EMR – Free Report) by 30.6% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Louisiana State Employees Retirement System Reduces Stock Position in Illinois Tool Works Inc. $ITW
Louisiana State Employees Retirement System lowered its holdings in shares of Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 2.1% in the second quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
iShares Select Dividend ETF $DVY Shares Sold by Pinion Investment Advisors LLC
Pinion Investment Advisors LLC decreased its position in shares of iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 39.2% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »